Accrued Interest
Subscribe
Sign in
Home
Notes
Company Deep Dives
Stock Market Commentary
Media Valuation Tracker
Podcast
Archive
About
Company Deep Dives
Latest
Top
Discussions
Back to the EBITDA: Decoding Meta’s $1,116 Executive Playbook
How to read SEC Form 4s like an insider and reverse-engineer the 2028 income statement.
Mar 27
•
Simeon McMillan
15
5
8
Zuckerberg’s Middle-Age Metabolism: Trimming Fat to Fund Superintelligence
Meta is trading like a slow-growth utility, but acting like an AI monopoly. Don't let multiple contraction blind you to over 40% upside.
Mar 25
•
Simeon McMillan
20
1
11
The Victor of the Streaming Wars: Why Netflix is a $120 Stock
While legacy media burns billions on doomed mergers and melting ice cubes, Netflix has built a global monolith insulated from geopolitical risk.
Mar 23
•
Simeon McMillan
14
3
8
Dead on Arrival: 8 Reasons the Paramount-WBD Merger Will Fail
From a crushing $79 billion debt anchor to a massive culture clash, here is why Hollywood’s newest mega-merger is doomed.
Mar 20
•
Simeon McMillan
19
4
7
Deflating the Duolingo ($DUOL) Owl
A Pitch-Mas prophecy fulfilled: Why this overhyped mobile game is finally running out of lives.
Feb 27
•
Simeon McMillan
12
3
4
Pinterest ($PINS) Q4 Earnings: The "Value Trap" Trap Door Opens
Why 41% impression growth resulted in a revenue miss, and why the "OpenAI Buyout" theory is your only (risky) hope.
Feb 17
•
Simeon McMillan
10
2
7
AppLovin ($APP) Q4-25 Earnings Review: The "Cash Machine" vs. The Market Fear
Why the -40% sell-off is a gift for value investors, and what the "Big Tech Capital Intensity" spread tells us about the future.
Feb 13
•
Simeon McMillan
14
5
Meta Q4 2025 Recap
The $META AI Engine is Roaring
Feb 10
•
Simeon McMillan
9
14
Fubo Q4-25 Earnings Recap: The “Growth” Story Stalled, and the Reverse Split Proves It
Why $FUBO earnings validates my Bear Case from December.
Feb 3
•
Simeon McMillan
6
6
Is Versant (VSNT) Worth More Dead Than Alive?
How to unlock the hidden value of GolfNow and CNBC by dismantling the "melting ice cube."
Jan 28
•
Simeon McMillan
14
5
Netflix Q4 2025 Earnings Recap
Why the market is wrong about the $NFLX + Warner Bros. deal
Jan 23
•
Simeon McMillan
9
3
8
Is Versant (VSNT) Cheap or Just Cheaply Valued? The Case for $27
Why investors should avoid the “value trap" until the company faces the 2028 cliff.
Jan 15
•
Simeon McMillan
11
1
5
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
